Know your numbers, like your business depends on it.

Sit down with an advisor each month to discuss your strategy

Know with certainty where your business is today, and plan for future success

We bring in a senior advisor to oversee your accounts team to triage complex accounting challenges, forecast different scenarios with you, do consolidations, build out dashboards for a single pane view of the numbers that matter, and sit down with you each month to plan forward

Our advisors typically have 25+ years experience across various industries and bring our combined experience as a firm to support you in your goals

You -

Frequently asked questions

How do you figure out what's best for my business?

By reviewing your accounts on Xero and having a good chat with you to understand your business goals, and how best to support you. We have experience across many different industries, and businesses from sole traders to multi-national organisations and franchise groups. We bring that experience to guide you on how it could work, and apply best practices.

Once we're clear on the scope of work, that's when we put an agreement in place that describes what we will do for you, and what we ask of you to be able to deliver that for you

How long are your agreements?

We keep things simple. We work with you until either of us decides it's time to end (we ask for 30 days notice to give us time to complete any outstanding work)

As things change in the business, we update our agreements to align our work with what the business needs. It keeps us focused on providing you with outstanding customer service at all times, and gives us flexibility to change with you

Is unlimited support really unlimited?

Sure is! Any time you have a basic question around something in Xero, get in touch and we'll answer it for you. If it's something that requires a deeper conversation or would be more appropriate to teach in a classroom environment - we'll recommend you book in a training session with us to ensure that the learning sticks!

Can you work with XYZ app?

We currently work with over 130 apps for the hundreds of businesses that we support across Australia. If it connects with Xero, we can support it. If it doesn't connect with Xero, we can discuss ways to manage the process of keeping things aligned. There's very little that we haven't seen before, or can't figure out

Why do you fixed fee?

By fixing fees, we give you certainty in your cashflow. It also means our focus is always on working as effectively with you as possible, and we can get stuff done. If things in the business change, we’ll organise a chat to review our agreement and fix it again at a fair fee.

Do I get my own dedicated bookkeeper?

Yes! Business is a relationship and it takes time to get to know the workings of every business we support. For that reason, we assign an accountant to your business that will work with you long term.

We also train others up in the background on your accounts - so that we can manage our team as they take leave, or deal with those things that go with being human. Our focus is on providing a reliable consistent bookkeeping service for your business.

I have TPAR, Portable Long Service Leave, Payroll Tax, Redundancy Funds, etc

That’s totally cool. We work in with you to understand your other reporting requirements and assist where we can with preparing and lodging them. It’s rare that someone throws a requirement at us that we haven’t dealt with before

How often do you work on my accounts?

We typically reconcile your accounts twice a week, depending on how many transactions are going in. If you want us to do your bookkeeping more often, we can. For larger businesses with complex requirements, we’re often in the accounts daily.